A key value proposition of ERP (Enterprise Resource Planning) systems is the efficiency to be gained from the integrated processes they support. These integrated processes are dependent on accurate and well maintained data. Any ERP implementation will involve the migration of data from one or more legacy systems. Depending on the scale and complexity of the implementation this can range from keying in small amounts of data to electronically migrating large volumes of data. Most implementations will involve the latter and a significant effort in preparing and cleansing the data for the migration. This white paper examines What is Data Migration;& The key activities involved including Data Collection, Extraction, Transformation, Loading and Retention; Planning & Implementation; and other things to consider including Tier 1 & Tier 2 Data Migration and Data Migration in Regulated Environments. View an extract of the report and download the full report for free at: http://www.lumeniaconsulting.com/resources/reports-white-papers/data-migration-erp-projects

1. August 2013

2. Data Migration in ERP Projects
Page 2
Table of Contents
1.
2.
Data Migration in ERP Projects ............................................................................ 3
What is Data Migration? ........................................................................................ 3
2.1 Key Activities ..................................................................................................... 3
2.1.1
Data Collection........................................................................................... 4
2.1.2
Data Extraction........................................................................................... 4
2.1.3
Data Cleansing & Harmonisation .................................................................
2.1.4
Data Transformation ....................................................................................
2.1.5
Data Loading................................................................................................
2.1.6
Data Migration – Testing ..............................................................................
2.1.7
Data Archival & Data Retention ....................................................................
3. Planning & Implementing ........................................................................................
3.1 Migration Strategy ...............................................................................................
3.2 Data Migration Teams .........................................................................................
3.3 Enabling Technology ...........................................................................................
3.4 Data Migration & Accounting ...............................................................................
3.5 Planning for Audit ................................................................................................
3.6 Dual Maintenance ...............................................................................................
3.7 Planning for Cutover............................................................................................
4. Some Other Things to Consider .............................................................................
4.1 Tier 1 and Tier 2 Data Migration ..........................................................................
4.2 Data Migration in Regulated Environments – Computer Systems Validation .......
5. Conclusion ...............................................................................................................
6. About Lumenia ...................................................................................................... 4
www.lumeniaconsulting.com

3. Data Migration in ERP Projects
1.
Page 3
Data Migration in ERP Projects
A key value proposition of ERP (Enterprise Resource Planning) systems is the efficiency to be
gained from the integrated processes they support. These integrated processes are dependent on
accurate and well maintained data. Any ERP implementation will involve the migration of data
from one or more legacy systems. Depending on the scale and complexity of the implementation
this can range from keying in small amounts of data to electronically migrating large volumes of
data. Most implementations will involve the latter and a significant effort in preparing and
cleansing the data for the migration. This white paper:



Explains what data migration is and the key activities that form part of it.
Describes what is involved in a migration project, from planning through
implementation.
Explores some specific challenges to be considered on migration projects.
2.
What is Data Migration?
2.1
Key Activities
The diagram below highlights some of the key activities that will form part of the data migration
process. These are addressed individually below.
Data Archival
& Data Retention
Data Extraction
Data Cleansing &
Harmonisation
Data Transformation
Testing
Data Collection
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& Data Loading

4. Data Migration in ERP Projects
2.2
Page 4
Data Collection
Some of the data to be loaded to the ERP system may not exist in legacy systems in the
organisation. Data collection may include collecting whole data entities relating to areas that are
being automated for the first time in the organisation (e.g. implementing a fixed assets module
for the first time) or specific attributes relating to existing data entities (e.g. new parameters
relating to existing items that will drive new supply chain planning functionality). Typically this
type of data collection will be manual and will involve key stakeholders populating spreadsheets
with the required data.
2.3
Data Extraction
Data Extraction involves programmatically extracting data from legacy systems for further
manipulation before loading to the new system. This is likely to involve technical extraction of the
data by analyst developers with subsequent verification of the extracted data by business users.
To view this full report please visit our website and register
for free at:
http://www.lumeniaconsulting.com/resources/reports-whitepapers/data-migration-erp-projects
3.
About Lumenia
Lumenia is a leading independent ERP consulting organisation and is not aligned with any ERP or
other vendor of business software.
We provide objective advice and experienced project resources to organisations that are planning
to upgrade or change their ERP systems. Specifically, we provide services in the following areas:
•
•
•
•
•
•
ERP
ERP
ERP
ERP
ERP
ERP
strategy development
product and vendor selection
project management
change management
data migration management
systems validation.
We have offices in Ireland and the UK and work globally with many of the world’s leading
companies. For more information, please contact Lumenia at:
Ireland
Parkmore Business Park West, Galway
T: + 353 (0) 91 746940
UK
71-75 Shelton Street, Covent Garden, London, WC2H 9BP
T: + 44 (0) 207 4708766
W: www.lumeniaconsulting.com E: info@lumeniaconsulting.com
www.lumeniaconsulting.com